Counterpoint Tactical Equity Fund (CPIEX) belongs to the Long-Short category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CPIEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CPIEX
CPIEX charges 1.75% annually. There are 29 mutual funds in the Long-Short category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | — | Jan 2021 | CPIEX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | — | Jun 2014 | CPIEX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 12.26M | Jan 2026 | CPIEX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | — | Nov 2009 | CPIEX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | — | Dec 2012 | CPIEX vs BTPIX |
Best Risk-Adjusted Alternatives to CPIEX
CPIEX has a PortfoliosLab risk / return rank of 41. There are 20 mutual funds in the Long-Short category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | 97 | — | Nov 1998 | CPIEX vs BPLEX | |
| Vanguard Market Neutral Fund Investor Shares | 95 | 561.90M | Nov 1998 | CPIEX vs VMNFX | |
| Vanguard Market Neutral Fund Institutional Shares | 95 | — | Oct 1998 | CPIEX vs VMNIX | |
| John Hancock Disciplined Value Global Long/Short F... | 91 | — | Apr 2014 | CPIEX vs JAKVX | |
| John Hancock Disciplined Value Global Long/Short F... | 90 | — | Dec 2013 | CPIEX vs JAKRX |
Top Performing CPIEX Alternatives (YTD)
CPIEX is at 9.24% YTD. There are 13 mutual funds in the Long-Short category with higher YTD returns, going as high as 18.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | 18.69% | — | Nov 1998 | CPIEX vs BPLEX | |
| Guggenheim Alpha Opportunity Fund | 16.31% | — | Jul 2003 | CPIEX vs SAOAX | |
| Vanguard Market Neutral Fund Investor Shares | 15.39% | 561.90M | Nov 1998 | CPIEX vs VMNFX | |
| Vanguard Market Neutral Fund Institutional Shares | 15.39% | — | Oct 1998 | CPIEX vs VMNIX | |
| Longboard Alternative Growth Fund | 13.42% | — | Mar 2015 | CPIEX vs LONGX |
Lowest Volatility Alternatives to CPIEX
CPIEX has 12.31% 1-year volatility. There are 34 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 5.32%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 5.32% | — | Dec 2011 | CPIEX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.54% | — | Dec 2012 | CPIEX vs ASILX | |
| MFS Managed Wealth Fund | 5.92% | — | Jun 2014 | CPIEX vs MNWIX | |
| Wilmington Global Alpha Equities Fund | 6.23% | — | Jan 2012 | CPIEX vs WRAIX | |
| Knights of Columbus Long/Short Equity Fund | 6.33% | — | Dec 2019 | CPIEX vs KCEIX |
Lowest Drawdown Alternatives to CPIEX
CPIEX has a 1-year max drawdown of -7.14%. There are 26 mutual funds in the Long-Short category with shallower 1-year drawdowns, going as shallow as -2.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -2.82% | — | Dec 2019 | CPIEX vs KCEIX | |
| Quantitative U.S. Long/Short Equity Portfolio | -3.01% | — | Sep 2006 | CPIEX vs GTAPX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | CPIEX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | CPIEX vs GARIX | |
| Persimmon Long/Short Fund | -3.90% | — | Dec 2012 | CPIEX vs LSEIX |
Other Mutual Funds from Counterpoint Mutual Funds
The 2 most viewed Counterpoint Mutual Funds mutual funds shown here include CPITX, TMNIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Counterpoint Tactical Income Fund | Nontraditional Bonds | 25 | -0.44% | — | Dec 2014 | CPIEX vs CPITX | |
| Counterpoint Tactical Municipal Fund | High Yield Muni | 80 | 1.92% | — | Jun 2018 | CPIEX vs TMNIX |
Often Compared With CPIEX
Investors most often compare CPIEX with QMNNX, SPY, MMTM. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare CPIEX with Any Fund or Stock
Compare CPIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CPIEX with funds that move differently
Counterpoint Tactical Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CPIEX.
Explore CPIEX Diversifiers